Pathfinder Planning and Investments

Overview

Pathfinder Planning and Investments is an independent registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2026 and serves a mix of individual, family and some institutional clients. Core services are financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Billing options include percentage-of-AUM, hourly charges and fixed fees. Pathfinder describes itself as an active ESG investor; it does not position itself as a capital allocator, pension consultant, related adviser or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives